Managing file storage in Dynamics 365 can be challenging as attachments accumulate across emails, notes, and CRM records. When Dynamics 365 attachments storage isn’t organised effectively, it can lead to slower system performance, higher storage costs, and difficulty locating critical documents.
This guide explains how to optimise file storage and streamline attachments in Dynamics 365 CE, using Attach2Dynamics to manage files efficiently without cluttering your CRM.
Why CRM File Storage Management is Critical
Every organisation using CRM faces growing storage needs. Emails with attachments, sales documents, and notes can quickly consume storage limits, affecting CRM performance.
By optimising Dynamics 365 file storage and managing CRM attachments, you can:
- Offload large files to external cloud storage and reduce CRM Storage Costs
- Ensure secure and organised access to documents
- Enable real-time or bulk migration without losing data
- Simplify document sharing with your team
Example: A sales rep can attach a contract stored in SharePoint directly to an email in CRM without using internal storage.
Key Features of Attach2Dynamics for CRM File Storage
Attach2Dynamics offers a full suite of tools to manage attachments in Dynamics 365 efficiently.
Feature |
Description
|
| Cloud Integration | Connect CRM to SharePoint, Azure Blob Storage, and Dropbox to offload attachments and Save Storage Space and Costs. |
| Bulk Migration | Move or copy notes, emails, sales literature, and email body content to cloud storage in bulk. |
| Real-Time Sync | Automatically sync new attachments and notes to cloud storage. |
| Drag & Drop | Drag and drop multiple files or folders from CRM or Outlook directly into cloud storage. |
| Upload & Download | Upload single or multiple files; download attachments in bulk. |
| Rename & Copy Link | Rename files/folders and generate links for secure sharing. |
| Folder Management | Create metadata-driven folders and move files across cloud storage. |
| Deep Search | Search files/folders within the current paths in SharePoint or Dropbox. |
| Email Integration | Send attachments as links or documents directly from CRM or Outlook. |
| Security Templates | Control user access to upload, download, delete, rename, and share attachments. |
| Preview Files | Preview documents before downloading from SharePoint or Dropbox. |
| Home Page Upload | Upload files for selected records directly from the CRM home page. |
| IFRAME Support | Perform all Attach2Dynamics actions from embedded IFRAMEs. |
| Outlook Integration | Manage files and migrate email attachments directly from Dynamics 365 for Outlook. |
| Bulk Attachment Migration Tool | A desktop tool to move historical attachments to cloud storage efficiently. |
Example Use Case: A marketing team can schedule bulk migration of last year’s campaign attachments from CRM to SharePoint overnight, freeing up storage space for new projects.
How to Optimize Dynamics 365 Attachments Storage
- Move Large Files to Cloud Storage
Offload attachments, emails, and notes from CRM to external storage. Attach2Dynamics allows seamless transfer without disrupting workflows. - Organize Attachments with Metadata
Create folders by project, client, or department to quickly locate attachment files in Dynamics 365.
- Use Email Links Instead of Attachments
Attach documents as links rather than including large files directly in emails. This reduces CRM storage usage while keeping emails lightweight. - Set Role-Based Permissions
Control who can upload, download, delete, or rename attachments using Attach2Dynamics security templates. - Schedule Bulk Migrations
Migrate historical notes, emails, and sales literature attachments on a schedule to keep CRM storage optimized.
Real-Life Example: From Chaos to Organized CRM
Imagine a company with 3,000+ attachments scattered across hundreds of records. Searching for a specific file took hours. By implementing Attach2Dynamics:
- Historical attachments were bulk-migrated to SharePoint
- All emails sent with attachments used links instead
- Users could search files within CRM without leaving the interface
- CRM Storage limits and costs were no longer a concern
Outcome? Faster CRM performance, organised files, and happier users.
Watch Our Video
See Attach2Dynamics in action! Watch our step-by-step video to learn how to streamline cloud storage in Dynamics 365 and efficiently manage all your attachments.
FAQs: CRM File Storage and Attachments Management
How can I reduce Dynamics 365 file storage using CRM attachments?
Use Attach2Dynamics to migrate attachments, notes, and email content to cloud storage like SharePoint or Azure, freeing up CRM storage while maintaining accessibility.
How can I organize attachments in Dynamics 365 for better access?
Organize files with metadata-driven folders by department, client, or project. Attach2Dynamics also allows drag-and-drop organization directly in CRM.
Can Dynamics CRM attachments be migrated in bulk?
Yes! You can perform bulk migration of notes, emails, sales literature, and email body content from CRM to SharePoint, Azure Blob Storage, or Dropbox.
How does Dynamics 365 attachments storage impact CRM performance?
Excessive or unorganised attachments can slow CRM load times and searches. Offloading attachments using Attach2Dynamics improves system performance.
Can I send attachments without consuming Dynamics 365 attachments storage?
Yes, you can send files as links or documents directly from cloud storage using Attach2Dynamics, keeping your CRM storage usage low.
Is it safe to store Dynamics CRM attachments in cloud storage?
Absolutely. Attach2Dynamics ensures secure transfer, encrypted storage, and role-based access control for all attachments.
Take Control of CRM File Storage Today
Managing CRM file storage doesn’t have to be stressful. With Attach2Dynamics, you can:
- Organize all attachments files
- Reduce attachments storage costs
- Access, share, and migrate attachments seamlessly
Stop worrying about storage limits. Streamline your CRM file management with Attach2Dynamics today!
Try Attach2Dynamics with a 15-day free trial from our website or Microsoft AppSource.
Need a live demo? Contact us at crm@inogic.com.